LWS Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

LWS Wealth Advisors’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$7.34M	Buy	153,267 +2,965	+2%	+$133K	2.76%	15
2023 Q3	$6.57M	Buy	150,302 +2,253	+2%	+$103K	2.88%	15
2023 Q2	$6.84M	Sell	148,049 -4,794	-3%	-$220K	2.88%	15
2023 Q1	$6.9M	Sell	152,843 -2,229	-1%	-$99.3K	2.83%	15
2022 Q4	$6.51M	Sell	155,072 -2,207	-1%	-$89.4K	2.73%	17
2022 Q3	$5.72M	Buy	157,279 +1,698	+1%	+$69.2K	2.19%	19
2022 Q2	$6.35M	Buy	155,581 +695	+0.4%	+$30.9K	2.99%	14
2022 Q1	$7.44M	Buy	154,886 +18,739	+14%	+$912K	3.17%	14
2021 Q4	$6.95M	Buy	136,147 +4,018	+3%	+$206K	2.84%	15
2021 Q3	$6.67M	Buy	132,129 +1,858	+1%	+$96.6K	2.92%	16
2021 Q2	$6.71M	Buy	130,271 +5,945	+5%	+$307K	2.98%	15
2021 Q1	$6.11M	Sell	124,326 -531	-0.4%	-$25.9K	2.77%	16
2020 Q4	$5.89M	Buy	124,857 +2,862	+2%	+$126K	2.65%	15
2020 Q3	$4.99M	Sell	121,995 -3,151	-3%	-$129K	2.45%	14
2020 Q2	$4.85M	Buy	125,146 +14,507	+13%	+$530K	2.54%	14
2020 Q1	$1.51M	Buy	110,639 +80,195	+263%	+$3.22M	0.98%	22
2019 Q4	$1.34M	Buy	+30,444	New	+$1.3M	0.69%	22

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LWS Wealth Advisors's VEA Position: Q4 2023 in Review

LWS Wealth Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2% in Q4 2023, buying an estimated $133K and bringing the position to 153,267 shares worth $7.34M. The position accounts for 2.76% of the portfolio, ranked #15.

LWS Wealth Advisors first reported a position in VEA in Q4 2019 and has held it in 17 quarters since. The position peaked at $7.44M in Q1 2022. 2,121 funds tracked by Wall St. Rank hold VEA as of Q4 2023.

LWS Wealth Advisors held 153,267 shares of Vanguard FTSE Developed Markets ETF worth $7.34M as of Q4 2023.
LWS Wealth Advisors bought 2,965 Vanguard FTSE Developed Markets ETF shares in Q4 2023, an estimated $133K.
Vanguard FTSE Developed Markets ETF made up 2.76% of LWS Wealth Advisors's portfolio in Q4 2023, its #15 holding.
LWS Wealth Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 17 quarters since.
LWS Wealth Advisors's Vanguard FTSE Developed Markets ETF position peaked at $7.44M in Q1 2022.
2,121 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.